When you’re as busy and ambitious as the typical Fordham client, a certain amount of mingling between ‘work-life’ and ‘home-life’ is inevitable. That’s why we need to understand both so we can put together a plan to grow and protect your personal wealth alongside your business.
Yorkshire. Toowoomba. London. Melbourne. Our people have diverse backgrounds and a wealth of experience and skills. What unites us are the values we share, as well as our absolute commitment to seeing our clients succeed.
Our vision at Fordham is built on the values we share. These values guide us in the decisions we make for ourselves, our clients and our world.
In short, they are business owners who want to succeed and who work hard to achieve their goals.
Running a business can be challenging. Yet it’s also incredibly rewarding. At Fordham we offer business owners accounting, business advisory and financial advice services designed to make their business - and their lives - better.
We will advise you on the best way to grow and protect your business and your personal wealth, in tandem.
Family life can be complicated. Complex relationships, combined with family wealth and business interests, can be difficult to navigate. That’s where we can help.
This, in many ways, is the culmination of everything you’ve been working towards. We will ensure that your successful business sets a great foundation for your future.
Starting a business is a lonely business. Having partners that you can rely on to give you the right advice at the right time can make all the difference. It’s why you want advisers that know you, not just your business.
As businesses grow and mature, they often outgrow the structures and strategies which initially worked so well. But how do you know when to make a change?
Central to every successful business is a professional approach to risk management. Without a properly considered strategy, business owners can make poor decisions and may not achieve their true potential.
The most important point is, whether sale, succession, or somewhere in-between, exiting a business should be a carefully planned and controlled process.
We have significant experience in assisting clients across a range of diverse industries. Click below to learn more about each area.
Fordham Motor Dealer Services has been a leading advisory and accounting firm to motor dealers in Australia since 1984. We help dealership owners improve their profits and generate greater value in their businesses by only giving them the services they want, value and need.
Construction and related downstream businesses are all subject to the same boom and bust cycles. The key to success is being able to gear up quickly when work is plentiful, and to downsize effectively when times are tough.
Since 1992 Fordham have been providing services to this sector, as well as having leadership positions with the Franchise Council of Australia.
Retail is tough and retailers face unique challenges … but clever operators know how to convert challenges into opportunities. How do they do it?
The transport industry brings its own complexities. There are courier businesses, line haul, refrigerated, express and specialist logistics businesses being launched every week.
Not-for-Profit (NFP) organisations enrich every aspect of our community. From education and social services, to sport, the arts and medical research, they make Australia a better place.
Perpetual and Fordham work together to help Aboriginal communities invest and distribute their money sustainably and in the best interests of the whole community.
We make it easy for investors from outside Australia to take advantage of the concessional tax benefits available within a Managed Investment Trust (MIT) structure.
We’re looking for the right graduates and experienced people to join us. Have a look around to find out what makes Fordham a great place to work.
We offer graduates opportunities in our business advisory teams, where you will help (and learn to consult) on accounting and taxation, strategy and planning and operational performance…directly for people who run their own business.
The opportunity to work with Fordham in a vacationer position provides a unique insight into the world of Fordham and the targeted range of services we offer our clients … private businesses, their owners and their families.
We're always on the look out for high-quality individuals (and teams) who are committed to their clients and want to take their career to the next level.
What’s it like to work at Fordham? Think challenge, great people, diversity, flexibility and a broader career path than your average accounting firm.
Superannuation is a vital part of your tax and wealth planning. Fordham and Perpetual can help you make the most of it.
Fordham experts – and investment and economic experts from Perpetual - help you understand the likely effect of global and local economic trends.
Business owners and managers often need help turning success into wealth that secures their future. Fordham – a specialist part of Perpetual, offers the help you need to reap the rewards you deserve.
Across the business lifecycle, from foundation to growth to divestment and succession, Fordham can help.
Complex, competitive and global, the Motor Dealer industry needs specialist insights. Fordham offers tailored advice based on local experience, global thought leadership and industry benchmarking.
Whatever your tax needs, Fordham can help - whether it’s day-to-day tax accounting or advice on tax strategy, transactions and structuring.
Helping clients get the best deal when buying and selling companies is one of Fordham’s specialities. We provide help on strategy, structure, tax and valuation.
Having worked extensively with privately owned businesses, it is often the same key issues that keep popping up with clients when we first start working with them. If left unaddressed, many of these issues can be catastrophic for a business, but with a little forward thought and planning, these same problems can help a business succeed.
Most business collapses can be attributed to the failure of operators to recognise the warning signs of the onset of financial problems. Owners need to identify and manage any weaknesses in their business whilst not being blind sighted to any new opportunities that might emerge.
Recently, the Victorian Government has handed down its 2019-20 State Budget, and there are a number of changes to the Motor Vehicle Duty treatment which will have an impact on car dealers.
A cooling property market, has led to an estimated $5.2 billion reduction in stamp duty projections over the next four years. The state debt is also tipped to double to $54.9 billion during the same period to fund the “suburban infrastructure blitz”.
The decision to buy or sell a business can be both exciting and daunting at the same time. With the rising number of Baby Boomers stepping away from their privately owned businesses, these decisions are becoming more frequent for our clients.
As a parent you are used to giving handouts to your children. From a couple of dollars to buy mixed lollies from the milk bar when they were young, to putting them through school, clothing and feeding them and even pocket money along the way. With any luck they may have washed your car or mowed the lawn for it?
We take this opportunity to highlight some key business issues that were announced in the budget. In the second part of this Tax Alert, we highlight some key tax policies of the Labor Party.
When the festive season arrives it’s easy to get caught up in the spirit of Christmas. People tend to spend more than they should and are happy to worry about the consequences in the new year.
As noted in Fordham’s 2018 Federal Budget Tax Alert, the Federal Government is proposing to make changes to Division 7A of the Tax Act. For some businesses, the changes may have a future detrimental effect on cash flow.
On 7 February 2018 the Commonwealth Government introduced legislation into Parliament containing several significant changes to how the GST collection provisions will operate – these new provisions are now law.
An effectively designed remuneration strategy is not only capable of attracting, retaining and motivating employees, it can also help your business to achieve important strategic goals and objectives.
From 1 July 2018, individuals aged 65 or more who sell their family home may be able to contribute some or all the sale proceeds into super. These super contributions, known as “Downsizer Contributions”, present an opportunity to maximise super for those who would otherwise be unable to contribute due to their age, work status or “total superannuation balance”.